Healy Wealth Management

Healy Wealth Management is a financial services and investment management firm based in Atlanta, Georgia. Founded in 2000, we have guided individuals and families towards financial well-being through comprehensive planning and personalized investment strategies.

Our Journey

With over three decades of industry experience, we've witnessed numerous economic cycles and market volatility. This steadfast presence allows us to navigate uncertainties and deliver tailored solutions to each client's unique needs. We prioritize clear communication and collaboration, working alongside you as your trusted advisor.

Our Philosophy

We believe in a holistic approach to wealth management, considering not just your financial goals but your individual aspirations and values. Our personalized plans strike a harmonious balance between carefully crafted growth strategies and robust risk management. We view this as your personal roadmap to financial success.

Our Services

Healy Wealth Management offers a comprehensive array of services to address all aspects of your financial well-being:

Financial Planning

• Collaborative goal setting and risk assessment
• Comprehensive financial plan development
• Retirement planning and analysis
• Estate planning and legacy management
• Investment Management

Investment Management

• Personalized portfolio construction
• Regular portfolio reviews and performance analysis
• Customization based on your individual risk tolerance and goals

Legacy Planning

• Estate planning and trust services
• Insurance review and optimization
• Generational wealth transfer strategies

Our Team

Led by seasoned professionals with diverse expertise, we are committed to delivering exceptional client experiences. We hold ourselves to the highest ethical standards and maintain open communication throughout our partnership.

Join Us on Your Financial Journey

We understand that navigating the financial landscape can be daunting. At Healy Wealth Management, we are dedicated to guiding you through every step of the way, empowering you to make informed financial decisions and achieve your goals.